Helping Clients Find and Fill Financial Gaps with Whole Life

Industry award winner, Cara Sullivan Drew, shares her unique “educate so they can duplicate” approach to helping clients discover how whole life can fill gaps in their financial and retirement plans—and why she thinks Penn Mutual’s whole life product affordability and consistent dividend history make it an excellent choice.

Cara Sullivan Drew is a Vice President and Financial Adviser with Concord Wealth Management. A member of the Million Dollar Round Table and recipient of several other elite awards, including the Ervin Wald Lives Leader Award, Cara works with individuals and families designing short and long-term financial savings strategies. 

This podcast segment is for educational purposes only and should not be considered specific tax, legal, investment or planning advice, which will only be provided to clients on a personalized basis. Depending on individual circumstances, the strategies discussed may not be appropriate for your situation. Individual results may vary and the presented information is not a guarantee of future performance or success. You should consult a qualified advisor regarding your personal financial situation. Past performance is no guarantee of future results. Actual results can vary. Dividends are not guaranteed.

Penn Mutual’s products and services are provided through knowledgeable, licensed Financial Professionals who were previously referred to as advisers.  This Possibilities Podcast was recorded prior to this change in title. Therefore, any references to the term adviser in this podcast should be interpreted as “Financial Professional."

For Financial Professional Use Only
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